WIM
GMUB

WealthPlan Investment Management’s Goldman Sachs Municipal Income ETF GMUB Stock Holding History

WealthPlan Investment Management’s Portfolio GMUB Stock Details GMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
26,848
+12,396
+86% +$635K 0.07% 198
2026
Q1 		$736K Buy
14,452
+7,135
+98% +$367K 0.04% 247
2025
Q4 		$375K Buy
7,317
+2,987
+69% +$153K 0.02% 294
2025
Q3 		$220K Buy
+4,330
New +$217K 0.01% 310

Other funds holding GMUB

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FDW
Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

WealthPlan Investment Management's GMUB Position: Q2 2026 in Review

WealthPlan Investment Management increased its Goldman Sachs Municipal Income ETF (GMUB) stake by 86% in Q2 2026, buying an estimated $635K and bringing the position to 26,848 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #198.

WealthPlan Investment Management first reported a position in GMUB in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold GMUB as of Q2 2026.

  • WealthPlan Investment Management held 26,848 shares of Goldman Sachs Municipal Income ETF worth $1.38M as of Q2 2026.
  • WealthPlan Investment Management bought 12,396 Goldman Sachs Municipal Income ETF shares in Q2 2026, an estimated $635K.
  • Goldman Sachs Municipal Income ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #198 holding.
  • WealthPlan Investment Management first reported a position in Goldman Sachs Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Municipal Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.